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State Street SPDR MSCI USA Gender Diversity ETF

88 hedge funds and large institutions have $103M invested in State Street SPDR MSCI USA Gender Diversity ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 38.29%38.06% (-0.22%)

4% less funds holding

Funds holding: 9288 (-4)

7% less capital invested

Capital invested by funds: $111M → $103M (-$7.88M)

Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
27
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
1
Rock Creek Group
District of Columbia
$20.7M
Morgan Stanley
2
Morgan Stanley
New York
$17.4M -$4.84M -52,481 -22%
MD
3
Money Design
Japan
$9.63M +$1.93M +20,926 +25%
LPL Financial
4
LPL Financial
California
$7.78M +$717K +7,771 +10%
Bank of America
5
Bank of America
North Carolina
$5.35M +$81K +877 +2%
UBS Group
6
UBS Group
Switzerland
$3.91M -$687K -7,443 -15%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.35M +$198K +2,148 +6%
Betterment LLC
8
Betterment LLC
New York
$3.09M +$275K +2,978 +10%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$2.8M +$322K +3,483 +13%
AFG
10
Albion Financial Group
Utah
$2.03M -$16.3K -177 -0.8%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.99M -$204K -2,205 -9%
LWP
12
Laurel Wealth Planning
Minnesota
$1.4M -$199K -2,161 -12%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.4M +$39.6K +429 +3%
Citadel Advisors
14
Citadel Advisors
Florida
$1.38M +$280K +3,037 +25%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.37M +$616K +6,672 +81%
Allianz Asset Management
16
Allianz Asset Management
Germany
$1.26M
MIAN
17
Mariner Independent Advisor Network
Kansas
$1.18M +$1.18M +12,771 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.1M -$3.32K -36 -0.3%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$1.09M +$194K +2,105 +22%
ET
20
Equitable Trust
Tennessee
$948K +$229K +2,476 +32%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$926K -$166K -1,795 -15%
HGWM
22
Harvest Group Wealth Management
Massachusetts
$729K +$730K +7,903 New
HighTower Advisors
23
HighTower Advisors
Illinois
$640K -$5.72K -62 -0.9%
CWM
24
Congress Wealth Management
Massachusetts
$629K +$2.68K +29 +0.4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$604K +$66K +715 +12%

SHE Hedge Fund Activity: Q1 2022 in Review

88 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR MSCI USA Gender Diversity ETF (SHE) for Q1 2022, worth a combined $103M — down 7.1% from $111M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SHE positions and 9 closed out — a net gain of 1 holder — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Money Design, adding an estimated $1.93M. The largest seller was Morgan Stanley, cutting an estimated $4.84M.

  • 88 institutional investors held State Street SPDR MSCI USA Gender Diversity ETF (SHE) as of Q1 2022, down from 92 in Q4 2021.
  • Funds reported $103M of State Street SPDR MSCI USA Gender Diversity ETF stock for Q1 2022, down 7.1% quarter-over-quarter.
  • 10 funds opened new State Street SPDR MSCI USA Gender Diversity ETF positions in Q1 2022 and 9 closed out, a net change of +1 holder.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF buyer in Q1 2022 was Money Design, an estimated $1.93M added.
  • The largest State Street SPDR MSCI USA Gender Diversity ETF seller in Q1 2022 was Morgan Stanley, an estimated $4.84M sold.

Based on aggregated 13F filings for Q1 2022.